The post suggests that HIP-3 applications, such as Ventuals, are poised for growth as they leverage Hyperliquid and Kinetiq for backend operations, simplifying their development to front-end, go-to-market, and liquidity sourcing. This implies a potential long-term opportunity in HIP-3 related projects and the underlying infrastructure providers Hyperliquid and Kinetiq, though market understanding may take time. Investors could research these platforms for early-stage exposure.